Administrator – Caliber Financial Planning (Full‑Time, Chinnor, Oxfordshire)
About Caliber Financial Planning
We are a small, friendly and professional financial planning firm committed to providing high‑quality advice and exceptional client service. Our team values integrity, accuracy and a supportive working environment where everyone can develop and thrive. We are looking to add a dedicated, organised, and detail‑driven individual to our administration team.
The Role
As an Administrator, you will play an essential role in supporting our advisers and ensuring our day-to-day operations run smoothly. Your responsibilities will include:
- Managing and processing client documentation
- Maintaining accurate records and data
- Liaising with providers and clients
- Supporting advisers with administrative tasks
- Contributing to the overall efficiency of the office
While training will be provided, applicants must have prior office experience. The right candidate will also have the opportunity to progress into a paraplanner role in the very near future.
What We’re Looking For
We are seeking someone who demonstrates:
- Strong organisational skills
- Excellent attention to detail
- Reliable time‑keeping and the ability to manage workloads effectively
- A positive, professional attitude and willingness to learn
Location & Working Pattern
- Full‑time position
- Based at our office in Chinnor, Oxfordshire
- Flexible working hours available
Salary
- £26,000 - £35,000 dependent on experience
Why Join Us?
At Caliber Financial Planning, you’ll be part of a supportive, collaborative team where your contribution genuinely matters. We offer a welcoming environment, opportunities for development, and the chance to build a long‑term career within a respected financial planning firm.
Pay: £26,000.00-£35,000.00 per year
Benefits:
- Company pension
- Free parking
- On-site parking
- Sick pay
Work Location: In person
